Investment objective

The Bankers Investment Trust aims over the long term to achieve capital growth in excess of the FTSE World Index and annual dividend growth greater than inflation, as defined by the UK Retail Prices Index (RPI), by investing in companies listed throughout the world.

Overview

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.

This website is for financial promotion purposes and is not investment advice.

Ordinary shares

Manager(s)

​The value of the Funds and the income from them is not guaranteed and may fall as well as rise. You may get back less than
you originally invested.

​Past performance is not a guide to future performance.

​You should note that your tax treatment in relation to any investments held outside an ISA will depend on your individual
circumstances and may be subject to change in the future. Governments may change the tax rules which affect you or the
Funds in which you have invested.

​If you invest through a third party provider you are advised to consult them directly as charges, performance and terms and conditions may differ materially.

Third party data is believed to be reliable, but its completeness and accuracy is not guaranteed.

Specific risks

Active management techniques that have worked well in normal market conditions could prove ineffective or detrimental at other times.

This trust is suitable to be used as one component in several in a diversified investment portfolio. Investors should consider carefully the proportion of their portfolio invested into this trust.

The trust could lose money if a counterparty with which it trades becomes unwilling or unable to meet its obligations to the trust.

Derivatives use exposes the trust to risks different from, and potentially greater than, the risks associated with investing directly in securities and may therefore result in additional loss, which could be significantly greater than the cost of the derivative.

The return on your investment is directly related to the prevailing market price of the trust’s shares, which will trade at a varying discount (or premium) relative to the value of the underlying assets of the trust. As a result losses (or gains) may be higher or lower than those of the trust’s assets.

Global portfolios may include some exposure to Emerging Markets, which tend to be less stable than more established markets and can be affected by local political and economic conditions, reliability of trading systems, buying and selling practices and financial reporting standards.

Shares can lose value rapidly, and typically involve higher risks than bonds or money market instruments. The value of your investment may fall as a result.

Where the trust invests in assets which are denominated in currencies other than the base currency then currency exchange rate movements may cause the value of investments to fall as well as rise.

The trust may use gearing as part of its investment strategy. If the trust utilises its ability to gear, the profits and losses incured by the trust can be greater than those of a trust that does not use gearing.

All or part of the trust's management fee is taken from its capital. While this allows more income to be paid, it may also restrict capital growth or even result in capital erosion over time.

The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

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